Planner

This module is used to view cases in a calendar. All cases added in facility appear in this module. The planner will display the following information for cases:

Time

Physician

Case name w/CPT code

Case Number

Users can select their facility by clicking facility name that appears at top Left with page heading. Popup appears with list of facilities for which user has “Cases” access. User can select facility by clicking Select button.

User can view cases in different views, such as:

Day

Week

Month

Cases can be filtered by physician. Physicians appear in Physician filter based on the facility selected above.

Creating a New Case

Users can create a new case by clicking in the desired time slot. Cases can dragged and dropped from one-time slot to another to change the time of the procedure.

Note: A “*” next to the fields requires mandatory information.

Select Patient

Users can add new patient by clicking “Add Patient” button and entering the required information.

Select Inventory Location

Select Preference Card

Select Operating Room

Select Physician

Select Procedure

Once you have entered all the required information, select the “Schedule Procedure” button.